Retirement Security with Simplicity and Ease

While “Retirement Security with Simplicity and Ease,” is Castle Rock Investment Company’s tagline. nothing is actually easy or simple about figuring out retirement plans. To give an example, we are in the trenches this week – up to our ears in work. Our team works tirelessly because we care about our clients’ employees’retirement accounts that […]

Coming Up: Recently Announced Money Market Reform

Friday, August 15, Michele Suriano (President of Castle Rock Investment Company) and I spoke with an industry insider and expert about the recently adopted SEC money market funds reforms. We covered the following key subjects: Floating Net Asset Value Redemption fees (discretionary and default) Discretionary redemption restrictions Disclosures to retirement plan participants Definition of “retail” MMFs […]

Castle Rock Investment Company Client Named a Finalist for 2012 PLANSPONSOR of the Year

Castle Rock Investment Company is pleased to announce that its client – Platte Valley Financial Service Companies, Inc. a Scottsbluff, Nebraska-based banking and insurance company – has been named a finalist for 2012 PLANSPONSOR of the Year. Each year, the editors of PLANSPONSOR magazine—the industry’s leading resource for retirement-benefits related news—recognize employers that demonstrate leadership […]

It’s Time for Nondiscrimination Testing!

Happy New Year from Castle Rock Investment Company! The New Year means many tasks for your to-do list, which may include passing the Actual Deferral Percentage (ADP) test. If you fail the test, it means that your company’s highly compensated employees, or those who made more than $110,000 in 2010 or own five percent of […]

Castle Rock Investment Company – First RIA to Implement Retirement Readiness Plan Optimizer

Castle Rock Investment Company (“CRIC”), announced that it was the first registered investment adviser in the country to implement a new solution to improve the retirement readiness for an employer’s entire workforce while staying within that employer’s given budget. Castle Rock Investment Company assists plan sponsors of corporate and government workplace retirement plans (ex. 401(a), […]